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Wednesday, March 18, 2026

Understanding Behavioral Finance to Maximize Your Financial Outcomes

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Greensboro Estate Planning Council, Inc.

GREENSBORO ESTATE PLANNING COUNCIL, INC.

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Leadership

President

Addison R. Maille, CPA
Carr Riggs & Ingram PLLC
3368840410
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Vice President

Christina Carmon Whitesell, CTFA
Bank of America Private Bank
3365431332
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Secretary

Paula Shyree McMillan, CFP® CPA PFS CGMA®
Stearns Financial Group
336-230-1811
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Treasurer

Chris W Genheimer, Esq.
Carruthers & Roth, PA
336-478-1156
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Board of Directors

Adam Gates Kerr, J.D.
Kerr Law, PLLC

Board of Directors

Phyllis Gilker Lancaster, CFP®
Mission Wealth Management
336-676-6900
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Board of Directors

Ashley L Madden, CFP®, CPA, CEPA®
GenCrest Capital Partners
336-235-6603
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Board of Directors

Susan R Miller, CTFA
Piedmont Trust Company
336-574-8679
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Immediate Past President

Erin C. V. Bailey, Attorney
Tuggle Duggins P.A.
3362715264
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UPCOMING EVENTS

March 18, 2026

Understanding Behavioral Finance to Maximize Your Financial Outcomes

Richard Leib, CIMA, Regional Director, Fidelity Institutional

See Event Details

May 13, 2026

Name, Image, Likeness (NIL) What Estate Planners Need to Know (part 1)

James Hefferan, E-Discovery of Counsel Kilpatrick Townsend & Stockton

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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